Foundations Investment Advisors, LLC Incresed Positions in Q1 2025

Foundations Investment Advisors, LLC

  • $5.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SO
Southern CO

Utilities
17.5K
+ 11.93%
$80.96 - $92.96 $1.42M - $1.63M
164K $15.1M
FDLO
Fidelity Covington Tr Low Vola

ETFs
48.6K
+ 282.15%
$59.43 - $63.22 $2.89M - $3.07M
65.9K $3.99M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
119K
+ 14.85%
$29.34 - $31.31 $3.48M - $3.71M
918K $27.2M
PM
Philip Morris International Inc.

Consumer Defensive
12.7K
+ 56.52%
$117.15 - $158.79 $1.48M - $2.01M
35.1K $5.57M
ADFI
Two Rds Shared Tr Anfield Dyna

ETFs
258K
+ 5.04%
$8.25 - $8.59 $2.13M - $2.22M
5.37M $45.7M
V
Visa Inc.

Financial Services
2.3K
+ 3.99%
$306.92 - $362.71 $707K - $835K
60K $21M
AVDE
American Centy ETF Tr Avantis

ETFs
12.2K
+ 3.04%
$60.63 - $68.55 $742K - $839K
415K $27.5M
MBB
Ishares Tr

ETFs
20.3K
+ 5.48%
$90.37 - $94.08 $1.83M - $1.91M
390K $36.6M
SCHX
Schwab Strategic Tr Us Large C

ETFs
158K
+ 19.55%
$21.75 - $24.28 $3.45M - $3.85M
969K $21.4M
IBM
International Business Machines Corp

Technology
5.89K
+ 15.44%
$217.4 - $264.74 $1.28M - $1.56M
44K $10.9M
XLG
Invesco Exchange Traded Fd Tr

ETFs
49.9K
+ 160.27%
$45.72 - $51.73 $2.28M - $2.58M
81K $3.73M
ICF
Ishares Tr

ETFs
25.1K
+ 5.68%
$57.98 - $63.8 $1.45M - $1.6M
467K $28.7M
VZ
Verizon Communications Inc

Communication Services
19.8K
+ 8.92%
$37.81 - $46.49 $750K - $922K
242K $11M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
89.1K
+ 217.47%
$23.19 - $23.5 $2.07M - $2.09M
130K $3.02M
META
Meta Platforms, Inc.

Communication Services
4.76K
+ 8.37%
$576.36 - $736.67 $2.74M - $3.51M
61.6K $35.5M
HYDB
Ishares Tr Edge High Yield Def

ETFs
41.6K
+ 40.55%
$46.82 - $47.8 $1.95M - $1.99M
144K $6.79M
STOT
Spdr Doubleline Short Duration

ETFs
39.7K
+ 35.42%
$46.74 - $47.25 $1.86M - $1.88M
152K $7.17M
VGIT
Vanguard Intermediate Term Tre

ETFs
23.2K
+ 6.42%
$57.44 - $59.4 $1.33M - $1.38M
385K $22.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
36.7K
+ 41.72%
$50.39 - $50.66 $1.85M - $1.86M
125K $6.31M
SGOL
Abrdn Gold ETF Trust

ETFs
50.5K
+ 70.93%
$25.14 - $29.82 $1.27M - $1.51M
122K $3.63M
AMGN
Amgen Inc

Healthcare
2.14K
+ 9.48%
$258.59 - $327.36 $554K - $702K
24.8K $7.71M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
23.5K
+ 30.68%
$58.01 - $64.46 $1.36M - $1.51M
100K $6.21M
MA
Mastercard Inc

Financial Services
1.89K
+ 6.18%
$504.67 - $576.31 $954K - $1.09M
32.5K $17.8M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
31.9K
+ 11.42%
$44.41 - $45.98 $1.41M - $1.47M
311K $14.2M
SIVR
Abrdn Silver ETF Trust

ETFs
37.8K
+ 50.93%
$28.07 - $32.82 $1.06M - $1.24M
112K $3.64M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
88.4K
+ 13.48%
$20.7 - $21.15 $1.83M - $1.87M
744K $15.4M
AOR
Ishares Tr Core Growth Allocat

ETFs
26K
+ 11.04%
$56.63 - $59.39 $1.47M - $1.55M
262K $15.1M
GILD
Gilead Sciences, Inc.

Healthcare
2.48K
+ 3.93%
$89.14 - $117.41 $221K - $291K
65.6K $7.35M
LNG
Cheniere Energy, Inc.

Energy
1.56K
+ 2.27%
$209.32 - $253.66 $326K - $395K
70.2K $16.2M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
28.3K
+ 90.63%
$48.43 - $49.9 $1.37M - $1.41M
59.6K $2.97M
DBND
Doubleline ETF Tr Opportunisti

ETFs
27.9K
+ 14.7%
$44.88 - $46.36 $1.25M - $1.29M
217K $10M
PEG
Public Service Enterprise Group Inc

Utilities
18.7K
+ 21.34%
$78.2 - $90.39 $1.46M - $1.69M
106K $8.75M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
45.3K
+ 42.22%
$40.15 - $47.73 $1.82M - $2.16M
153K $6.21M
XLU
Utilities Sector Spdr

ETFs
14.4K
+ 40.36%
$74.7 - $80.27 $1.08M - $1.16M
50.1K $3.95M
ICVT
Ishares Tr Convertible Bond Et

ETFs
14.8K
+ 19.34%
$83.18 - $89.27 $1.23M - $1.33M
91.6K $7.66M
DFAU
Dimensional ETF Tr

ETFs
35.8K
+ 29.51%
$37.84 - $42.29 $1.36M - $1.52M
157K $6.05M
AOA
Ishares Tr Core Aggressive All

ETFs
14.8K
+ 20.38%
$75.7 - $80.01 $1.12M - $1.18M
87.2K $6.67M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
56.7K
+ 367.88%
$18.46 - $19.19 $1.05M - $1.09M
72.1K $1.38M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
25.6K
+ 62.37%
$42.38 - $43.28 $1.09M - $1.11M
66.7K $2.83M
GLDM
World Gold Trust

ETFs
10.1K
+ 22.76%
$52.19 - $61.89 $527K - $624K
54.4K $3.37M
ABBV
Abb Vie Inc.

Healthcare
1.83K
+ 8.81%
$169.2 - $216.66 $309K - $396K
22.6K $4.73M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
37K
+ 22.69%
$24.73 - $25.62 $915K - $948K
200K $5.11M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 50.0%
$663000.0 - $801950.0 $663K - $802K
3 $2.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
20.8K
+ 17.06%
$33.84 - $37.77 $703K - $785K
143K $5.19M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
35.1K
+ 276.35%
$28.55 - $29.09 $1M - $1.02M
47.8K $1.38M
VCIT
Vanguard Intermediate Term Cor

ETFs
8.45K
+ 3.9%
$79.17 - $82.04 $669K - $693K
225K $18.4M
WFC
Wells Fargo & Company

Financial Services
13.4K
+ 53.68%
$66.78 - $81.42 $892K - $1.09M
38.2K $2.74M
MSTR
Microstrategy Inc

Technology
3.93K
+ 3.81%
$239.27 - $396.5 $941K - $1.56M
107K $30.9M
PG
Procter & Gamble CO

Consumer Defensive
4.76K
+ 7.52%
$158.56 - $176.26 $755K - $840K
68.1K $11.6M
Activity Summary
Buys All Purchases 540 New Holdings 105 Increased Positions 435 Sells All Sells 294 Reductions 294 Sold out 0 Options Calls 0 Puts 0
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